Aon plc AON
Insurance - Brokers, Financial Services
$276.37
+2.18%
- Market cap
- $58.6B
- PE
- 14.9×
- 10y median 27.6×
- Forward PE
- Price to sales
- 3.3×
- EV/EBIT
- 15.3×
- Revenue, 12 months
- $17.6B
- +5% on a year ago
- Net margin
- 22.3%
- Free cash flow yield
- 5.7%
Aon trades at 14.9× trailing earnings, cheaper than 100% of the last ten years. Revenue was $17.6B over the last twelve months, up 5% on a year earlier with a 22% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $3.4B | $4.1B | $3.8B | $3.7B | $4.1B+23% | $4.7B+16% | $4.2B+11% | $4B+7% | $4.3B+4% | $5B+6% | $4.2B+2% | |
| Cost of revenue | $1.7B | $1.9B | $2.1B | $2.1B | $2.1B+27% | $2.2B+19% | $2.4B+11% | $2.3B+5% | $707M−67% | $621M−72% | −$621M |
| Gross profit | $1.7B | $2.2B | $1.6B | $1.6B | $2B+19% | $2.5B+13% | $1.8B+10% | $1.7B+11% | — | — | — |
| SG&A | $618M | $429M | $548M | $531M | $506M−18% | $551M+28% | $479M−13% | $531M+0% | $0 | $0 | $0 |
| $779M | $1.5B | $656M | $623M | $1.1B+40% | $1.5B−0% | $859M+31% | $816M+31% | $1.2B+11% | $1.7B+17% | $915M+7% | |
| Interest expense | $124M | $144M | $225M | $213M | $206M+66% | $206M+43% | $212M−6% | $206M−3% | $191M−7% | $179M−13% | −$537M |
| Pre-tax income | $609M | $1.4B | $698M | $449M | $891M+46% | $1.3B−12% | $703M+1% | $597M+33% | $2.2B+148% | $1.6B+24% | $724M+3% |
| $102M | $331M | $160M | $94M | $157M+54% | $268M−19% | $109M−32% | $127M+35% | $505M+222% | $314M+17% | $159M+46% | |
| Net income | $498M | $1.1B | $524M | $343M | $716M+44% | $965M−10% | $579M+11% | $458M+34% | $1.7B+137% | $1.2B+26% | $551M−5% |
| $2.47 | $5.35 | $2.46 | $1.57 | $3.28+33% | $4.43−17% | $2.66+8% | $2.11+34% | $7.82+138% | $5.63+27% | $2.58−3% | |
| 202M | 200.1M | 213.3M | 218.4M | 218.3M+8% | 217.9M+9% | 217.3M+2% | 216.7M−1% | 216.5M−1% | 215.4M−1% | 213.9M−2% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Insurance - Brokers within ten times Aon's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| AONAon plc | $58.6B | 14.9× | 27.6× | 3.3× | +5% | 22.3% | |
| AJGArthur J. Gallagher & Co. | $59.6B | 37.7× | 35.1× | 3.7× | +26% | 10.0% | |
| MRSHMarsh & McLennan Companies, Inc. | $84.1B | 21.2× | 27.2× | 3.0× | +8% | 14.2% | |
| WTWWillis Towers Watson Public Limited Company | $27.5B | 17.9× | 26.2× | 2.7× | +3% | 15.5% | |
| BROBrown & Brown, Inc. | $21.2B | 19.5× | 29.0× | 3.0× | +34% | 17.7% | |
| Peer median | $43.6B | 20.3× | 28.1× | 3.0× | +17% | 14.9% |
About
- Industry
- Insurance - Brokers
- Sector
- Financial Services
Valuation data, not investment advice. Prices as of .